Senior Manager- M&A Tax

Posted 8 Days Ago
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Mayfair, CA, USA
Hybrid
Senior level
Artificial Intelligence • Cloud • Professional Services
The Role
Lead delivery of M&A and transactional tax engagements including deal structuring, tax due diligence, SPA tax input and post-deal integration. Advise private equity, corporate and family office clients, review junior outputs, support BD, and help apply AI/automation to tax delivery. Coach junior staff and coordinate with legal and deal advisors.
Summary Generated by Built In

About Unity Advisory

Unity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support. We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI embedded into the delivery of every engagement. We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions.

The Role

We're looking for a Senior Manager to join our M&A and transactional tax team. You'll take day-to-day ownership of engagement delivery, advising clients on UK and international deal structuring, tax due diligence, SPA tax input, and post-deal integration.

You'll bring solid M&A or transactional tax experience from a Big 4, top-tier advisory firm, or law firm, and be comfortable running workstreams end-to-end while working closely with our Directors and Partners. You'll advise private equity, corporate, and family office clients directly, and play a key role in shaping how AI and automation are used across our tax delivery. This is a hybrid role based in our Mayfair office.

What You'll Do

• Lead the day-to-day delivery of M&A and transactional tax engagements across buy-side and sell-side deals.

• Advise clients on UK and international deal structuring, tax due diligence, and SPA tax input.

• Support post-deal integration workstreams, including tax structuring and reporting considerations.

• Work directly with private equity, corporate, and family office clients to deliver commercially focused tax advice across the transaction lifecycle.

• Review and quality-check technical outputs from junior team members ahead of Director or Partner sign-off.

• Collaborate with Unity's in-house AI team to help build and refine delivery tools for the transactions tax practice.

• Support business development activity: proposals, pitches, and building client relationships.

• Coach and develop junior team members, contributing to the growth of the transactions tax practice.

What You Bring

• Significant experience in M&A or transactional tax from a Big 4, top-tier advisory firm, or law firm.

• Hands-on experience delivering buy-side and sell-side tax due diligence and deal structuring advice.

• Strong technical grounding in UK corporate tax as it applies to transactions.

• A track record of managing engagement delivery and coordinating with legal counsel and other deal advisors.

• Clear, confident communicator, comfortable engaging directly with client stakeholders.

• Qualified tax professional (CTA, ACA, or equivalent).

Nice to Have

• Exposure to cross-border or international transactions.

• Experience advising private equity or family office clients.

• Familiarity with tax technology or AI-enabled delivery tools.

• Sector experience in areas like TMT, Consumer, or Business Services.

Working at Unity Advisory

At Unity Advisory, you'll be at the heart of a growing transactions tax practice. We offer:

• A truly hybrid and flexible working model.

• The chance to help shape a modern, AI-enabled M&A tax offering.

• Direct exposure to senior clients, dealmakers and investors from day one.

• A flat, collaborative team where ideas move quickly and impact is real.

Additional Information

At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.

PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVs FROM THIRD-PARTY AGENCIES.

Skills Required

  • Significant experience in M&A or transactional tax from a Big 4, top-tier advisory firm, or law firm.
  • Hands-on experience delivering buy-side and sell-side tax due diligence and deal structuring advice.
  • Strong technical grounding in UK corporate tax as it applies to transactions.
  • Track record of managing engagement delivery and coordinating with legal counsel and other deal advisors.
  • Experience coaching and developing junior team members.
  • Clear, confident communicator, comfortable engaging directly with client stakeholders.
  • Qualified tax professional (CTA, ACA, or equivalent).
  • Exposure to cross-border or international transactions.
  • Experience advising private equity or family office clients.
  • Familiarity with tax technology or AI-enabled delivery tools and collaboration with AI teams.
  • Sector experience in TMT, Consumer, or Business Services.
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The Company
HQ: London
26 Employees

What We Do

At Unity Advisory we offer a new perspective. Focused on the office of the CFO, with big firm experience, deep expertise and sector knowledge. We are an AI and Cloud first business which strives to use all that we have and know to deliver services and products that are valued and provide value, always. We are a partner led, client first and adaptable business. Free from the traditional conflicts of interest. Our portfolio of services and products currently covers, Tax, Office of the CFO, Advisory, Transformation and Managed Services. This will evolve as we adapt in response to the needs of our clients. Our target client segment is mid to upper mid-market businesses, including PE backed businesses. We’re building a culture that’s Straightforward, Intentionally Commercial, Open, Experimental, and Team-First. Unity Advisory is scaling fast — driven by client demand, clear ambition, and a team of experienced people who want to work differently. We’re supported by long-term investment from Warburg Pincus, one of the world’s leading private equity firms. We’re looking for high performers who want more — more ownership, more variety, and more impact. If you’re ready to help shape something new and do your best work in a team that does things differently, we’d love to hear from you. Get in touch at [email protected]

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